Episodi

  • Before You Build a Family Office, Fix This First
    Aug 6 2026
    JD Rockefeller invented the family office in 1882 because every advisor he had was working in a silo and nobody was talking to each other. Most business owners today have the exact same problem. Dale Montgomery oversees a virtual family office with 70+...
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    25 min
  • The Hidden Cost of Not Tracking Your Digital Assets
    Aug 6 2026
    An advisor came to Perry Woodin and said his client had 50 crypto wallets. When they looked closer, they found 150. With dozens of digital assets across them that the client didn't even know existed. Perry Woodin is the co-founder of Node40, a digital ...
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    26 min
  • How To Add AI To Your Business Without Breaking Everything That Already Works
    Jul 20 2026
    It's not a magic robot. It's an LLM call on a while loop. Mike Vanamburg has built AI agents for companies across industries — from cannabis dispensaries to bookkeeping firms to his own business — and the lesson he keeps learning is the same every time...
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    35 min
  • What $5M to $30M Scaling Actually Looks Like Behind the Scenes
    Jul 13 2026
    He had a booming business in 2024. Great profit. Cash in the bank. Then he launched a new product, hired new employees, bought new vehicles and within a year had lost everything he'd saved and was calling banks to ask about hardship assistance. Richard...
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    41 min
  • The Biggest Mistakes of Investing in Real Estate
    Jul 6 2026
    Most business owners invest in real estate the same way they run their business in the early days doing everything themselves, trusting their gut, and skipping the team that would actually get them to scale. Matthew Owens is a CPA who quit his firm in ...
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    40 min
  • Don’t Invest in Oil And Gas Until You Listen to This - A Guide to Oil And Gas investments
    Jul 1 2026
    People spend three to five years saving $100,000 then lose it in three to five months chasing the wrong oil and gas deal. Courtney has personally invested in over 100 wells and manages a portfolio of nearly 100 more, and she's seen it all: dry holes, f...
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    39 min
  • Why Traditional Business Rules are Dead: An AI Survival Guide for Executives
    Jun 23 2026
    AI isn't a search engine. It's not Google. And the executives treating it like one are missing the entire shift. Dov Levin works with executives and small-to-medium businesses to implement AI the right way starting with mindset, not the most expensive ...
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    25 min
  • How To Cut Your Database Operations Cost Without Laying Off A Single Person
    Jun 16 2026
    One outage. One hour. $1.5 million in lost revenue. That's the reality for enterprise companies running fragmented databases across multiple clouds, tools, and teams with no single place to see, manage, or fix any of it. Janardhan, founder of DBaaS Now...
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    19 min